DFX Intelligence
Family Office Intelligence
A continuously maintained graph of U.S. family offices: identity, team, observed investments, public holdings, relationships and dated signals of change. Facts, inferences and estimates are labelled as such, with the source and the date, on every row. Unknown is printed as unknown.
Family office profile
Streamline Family Office
Why this class: the office describes itself as a outsourced family office (cited).
Not yet hand-verified
Last observed Sep 14, 2026 · 10 observations · 3 sources
14 people · 0 investments · 0 public positions · 7 events
Identity
80
high
Data depth
35
elevated
Freshness
100
high
Active deployment
0
low
Direct investing
0
low
External managers
0
low
Private markets
0
low
Sponsor-friendly
0
low
Real estate
0
low
Co-investment
0
low
Contactability
50
elevated
Mandate confidence
0
low
Twelve separate dimensions, each 0 to 100 from listed components. There is no single family office score; the components are in the evidence section.
Overview
Profile completeness 34% (medium value, medium; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
- Classification
- Outsourced family office provider
- Description
- unknown
- Headquarters
- Greenwood Vlg, CO
- Office address
- unknown
- Business phone
- unknown
- Website
- streamlinefamilyoffice.com
- Year established
- unknown
- Assets under management
- unknown
- Foundation assets (IRS)
- $101M across 2 related private foundations, per the IRS master file; the foundation's assets, not the office'sFact
- Capital scale
- Reported office AUM: unknown. Related foundation assets $101M. These are different facts and are never added together.
Classification history
- Sep 12, 2026Outsourced family office provider 80%the office describes itself as a outsourced family office (cited)Fact
- Sep 12, 2026Single family office (probable) 60%named as the family office administering 1 private foundation(s) with $94,992,221 in assets (IRS in-care-of)Inference
Family and wealth origin
- Family served
- unknown
- Source of wealth
- unknown
- Operating company origin
- unknown
Not on the record yet. Family and wealth-origin claims are written only from cited public sources.
Team
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| Amy Johnston | Managing Director, | Leadership | none on record | acstreamline.com Fact |
| Andrea Longo Carter | Director, | Leadership | none on record | acstreamline.com Fact |
| Gregory Snyder | Manager, | Leadership | none on record | acstreamline.com Fact |
| Katie Sullivan | Managing Partner, | Leadership | none on record | acstreamline.com Fact |
| Rebecca Sliwoski | Managing Director, | Leadership | none on record | acstreamline.com Fact |
| Trisha Presley | Managing Director, | Leadership | none on record | acstreamline.com Fact |
| Alexandria Palumbo | Associate, | Other | none on record | acstreamline.com Fact |
| Kim Nguyen | Associate, | Other | none on record | acstreamline.com Fact |
| Kim Weeks | Senior Associate, | Other | none on record | acstreamline.com Fact |
| Michelle Miller | Senior Associate, | Other | none on record | acstreamline.com Fact |
| Samantha Levine | Associate, | Other | none on record | acstreamline.com Fact |
| Stephanie Csaplar | Associate, | Other | none on record | acstreamline.com Fact |
| Theresa Watt | Associate, | Other | none on record | acstreamline.com Fact |
| Vanessa Garcia | Associate, | Other | none on record | acstreamline.com Fact |
Office contact points
Investment mandate
Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
No investments on the record yet, so nothing is observed.
Inferred (regulatory shape and team)
Nothing to infer from.
- Invests directly
- unknown
- Allocates to managers
- unknown
- Asset classes
- unknown
- Sectors
- unknown
- Geography
- unknown
- Check size
- unknown
Direct investments
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Fund and manager relationships
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdings
Form 13F holdings
No 13F filing on the record for this office.
Real estate
No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.
Co-investors
No co-investor on the record.
Independent sponsor relationships
No cited relationship to an independent sponsor.
Signals and timeline
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 7 events. 13F position changes are under Public stakes and holdings.
- Sep 12, 2026Classification changedStreamline Family Office: PROBABLE_SFO -> OUTSOURCED_FAMILY_OFFICE (the office describes itself as a outsourced family office (cited))ClassificationFactno URL
- Sep 12, 2026Office discoveredStreamline Family Office named as in-care-of on Towle Family Foundation ($94,992,221 in assets)DiscoveryInferenceapps.irs.gov
- Sep 30, 2024Foundation dropped a fundTowle Family Foundation no longer reports INVESTMENT-TOWLE EVOLUTION FUND INTE (was $19.8M) on its 2024-09-30 returnFoundationFactapps.irs.gov
- Sep 30, 2024Foundation assets changedTowle Family Foundation: total assets at fair value $48.6M to $90.6M (+86%) on the 2024-09-30 returnFoundationFactapps.irs.gov
- Sep 30, 2023Foundation officer leftJ ELLWOOD TOWLE (DIRECTOR) is no longer on Towle Family Foundation's 2023-09-30 returnFoundationFactapps.irs.gov
- Sep 30, 2022Foundation added a fundTowle Family Foundation first reports INVESTMENT-TOWLE EVOLUTION FUND INTE at $18.8M on its 2022-09-30 returnFoundationFactapps.irs.gov
- Sep 30, 2022Foundation officer joinedLAURA TOWLE (TREASURER) appears on Towle Family Foundation's 2022-09-30 returnFoundationFactapps.irs.gov
Sources and evidence
Every observation behind this profile: the value, when it was effective, the source, the quote where there is one, and whether it is a fact, an inference or an estimate. 10 shown.
Score components
Freshness
+100 days since the newest source-dated fact or analyst verification (3 days)
Contactability
+40 named decision-makers (Katie Sullivan (Managing Partner,); Amy Johnston (Managing Director,); Andrea Longo Carter (Director,))
+10 verified business phones (1)
Data confidence
+10 website
+10 people
+15 independent sources (3 sources)
Active deployment
no components; scored 0
Exists confidence
+20 website
+30 independent sources (3 sources)
Research priority
+10 capital scale (largest of 13F, RAUM, AUM, foundation assets) ($100,688,872)
+0 rank (1951)
Mandate confidence
no components; scored 0
Identity confidence
+80 classification (OUTSOURCED_FAMILY_OFFICE (the office describes itself as a outsourced family office (cited)))
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
no components; scored 0
Private markets propensity
no components; scored 0
Current activity confidence
+25 a source-dated fact within 12 months (3 days)
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Foundation ico signal | Towle Family Foundation | Sep 1, 2025 | IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.gov | Fact |
| Office type (stated) | outsourced_family_office | Sep 14, 2026 | Family office and investment company websites (about, team, portfolio, news pages) streamlinefamilyoffice.com | Fact |
| Office type (stated) | outsourced_family_office | Sep 12, 2026 | Family office and investment company websites (about, team, portfolio, news pages) streamlinefamilyoffice.com | Fact |
| Site mentions | private_equity,real_estate,venture | Sep 14, 2026 | Family office and investment company websites (about, team, portfolio, news pages) streamlinefamilyoffice.com | Fact |
| Site mentions | private_equity,real_estate,venture | Sep 12, 2026 | Family office and investment company websites (about, team, portfolio, news pages) streamlinefamilyoffice.com | Fact |
| Website | streamlinefamilyoffice.com | Sep 12, 2026 | DFX model output (classification rules, scores, mandates, matches) streamlinefamilyoffice.com | Inference |
| Website read | site-fo-3 | Sep 14, 2026 | Family office and investment company websites (about, team, portfolio, news pages) streamlinefamilyoffice.com | Fact |
| Website read | site-fo-3 | Sep 12, 2026 | Family office and investment company websites (about, team, portfolio, news pages) streamlinefamilyoffice.com | Fact |
| Website title | Streamline Family Office, Inc. | Sep 14, 2026 | Family office and investment company websites (about, team, portfolio, news pages) streamlinefamilyoffice.com | Fact |
| Website title | Streamline Family Office, Inc. | Sep 12, 2026 | Family office and investment company websites (about, team, portfolio, news pages) streamlinefamilyoffice.com | Fact |